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Automate Your Business Processes
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            Invoke a Process from Another Process

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            3. Automate Your Business Processes

            Invoke a Process from Another Process

            Invoke a process from another process. With invocable processes, you have the option of reuse so that you don’t spend your time on repetitive work.

            Required Editions

            Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience
            Available in: Essentials, Professional, Enterprise, Performance, Unlimited, and Developer Editions
            User Permissions Needed
            To create, edit, or view processes:

            Manage Flow

            AND

            View All Data
            Important
            Important Support and updates for Process Builder have ended as of December 31, 2025. This means that support won't be provided for any process and bugs in the Process Builder product won't be fixed. See Workflow Rules & Process Builder End of Support.

            After December 31, 2025, existing processes continue to run, and you can activate, deactivate, and edit them; however, we recommend using Flow Builder. To migrate existing processes, plan your switch to Flow Builder and use the Migrate to Flow tool. For new automations, create flows in Flow Builder.

            After you create an action and select “Processes” for the type, fill in the relevant fields to add the action to your process.

            You can invoke processes with objects that share at least one unique ID. For example, in the Account and Case objects, the AccountId field is unique to Account and also used by Case. You can create an invocable process that updates a Case record. Then you can invoke it from:

            • A process that updates an Account record’s owner
            • A process that adds an Account shipping address or updates it

            When you create a process that invokes another process, each one counts toward your process and other applicable limits. DML limits in processes that invoke processes count as one transaction.

            Warning
            Warning If you create processes to replace any workflow rules, delete those workflow rules when you activate the equivalent processes. Otherwise, both workflow rules and processes fire and cause unexpected results, such as overwritten records or redundant email messages. Do the same if you create processes to replace any Apex triggers.
            1. Enter a name for this action.
              This text appears on the canvas and helps you differentiate this action from others in your process. The name truncates to fit on the canvas.
            2. Select an invocable process. You can only select active invocable processes.
            3. Select your process variable. Remember that you can only select fields related to the object associated with the process you invoke.
             
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